The Role of Shared Experiences in Family Legacy

What this episode covers

In this episode of The Mack Podcast, Brian Adams is joined by Emily Margolis, Head of Lifestyle Services within the Family Office Practice at JPMorgan Private Bank, and Karen McGee, President of Valerie Wilson Travel.They explore how travel and lifestyle services are becoming increasingly important tools for family offices seeking to strengthen family bonds, support governance objectives, and create meaningful multi-generational experiences. The conversation examines the evolving definition of luxury travel, the growing demand for authentic and wellness-focused experiences, and how families can approach travel with greater intentionality as part of their long-term legacy planning.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by In Three Generations.In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.Learn more at inthreegenerations.com

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How long is this episode of The Mack Podcast?

This episode is 37 minutes long.

When was this The Mack Podcast episode published?

This episode was published on June 24, 2026.

What is this episode about?

In this episode of The Mack Podcast, Brian Adams is joined by Emily Margolis, Head of Lifestyle Services within the Family Office Practice at JPMorgan Private Bank, and Karen McGee, President of Valerie Wilson Travel.They explore how travel and...

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